Planned Gift Types

A gift made to Maryhurst listed in your will. Whether you plan to include Maryhurst in your estate or not, please make sure you have an up-to-date will in place.  Putting your wishes in a legal document ensures that you can control how your estate is handled rather than having your estate divided up according to the specific laws of the state in which you reside. Maryhurst has partnered with an easy-to-use online will-making tool that is accessible at the button below.

Make your will now.

If you don't use the above tool, you can use some of the language below with your own advisor. These statements provide some suggested methods and wording for remembering Maryhurst in your will.

• Specific Bequest: “I give $_______ (or a percentage of my estate) to Maryhurst, a 501(c)(3) not-for-profit agency located in Louisville, Kentucky,” or, "I give the following described property to Maryhurst, a 501(c)(3) not-for-profit agency located in Louisville, Kentucky: ___________________________________________________.”
• Residuary Bequest: “I give all (or a percentage) of the remainder of my estate to Maryhurst, a 501(c)(3) not-for-profit agency located in Louisville, Kentucky.”
• Contingent Bequest: “In the event (primary beneficiary) does not survive me, I give $_______ (or a percentage of my estate) to Maryhurst, a 501(c)(3) not-for-profit agency located in Louisville, Kentucky.”

Donating cash is the simplest way for you to make a gift to Maryhurst.  Cash gifts can be made by check or credit card and can be sent through the mail or on-line.  Gifts can be one-time or set up as recurring (typically on a monthly basis). Donating appreciated securities, including stocks or bonds, can be easy and tax-effective.

You may also want to consider donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension, or other tax-deferred plan. You can designate Maryhurst as a beneficiary of assets of this type (non-probate) that are not otherwise included in your will using our online tool.

If you have a life insurance policy that you no longer need for its original purpose, consider making Maryhurst the owner and/or beneficiary of the policy. You can designate Maryhurst as a beneficiary of assets of this type (non-probate) that are not otherwise included in your will using our online tool.

Maryhurst is willing to discuss gifts of real estate but these donations must meet certain criteria to be of value to our agency.

• Charitable Remainder Trust(s) - You transfer cash or appreciated property to fund a charitable remainder unitrust or annuity trust. The trust sells the property tax free and provides you with income for life or a term of years.
• Charitable Lead Trust - You fund a trust that makes gifts to Maryhurst for a number of years. At the end of that period, your family receives the trust remainder at substantial tax savings.